华尔街警告：苹果恐处于 “黑莓时刻”

Core Viewpoint - The article discusses the potential risks Apple faces as it may be entering a "BlackBerry moment," similar to the decline of BlackBerry in the smartphone market due to its failure to adapt to changing technology trends, particularly in artificial intelligence [6][7][9]. Group 1: Historical Context of BlackBerry - BlackBerry was once a leading smartphone brand, known for its QWERTY keyboard and email capabilities, achieving a peak stock price of over $140 in May 2008 [3][4]. - The company's market value has since plummeted by over 97%, with current stock prices around $3.65, as consumers shifted to iPhones [5]. Group 2: Current Situation of Apple - Apple has seen a stock price increase of over 3000% since May 2008, with a current market capitalization of $3.33 trillion [6]. - Concerns are rising that Apple may be complacent in the face of a new technological revolution driven by generative artificial intelligence, risking its competitive position [7][9]. Group 3: Analyst Recommendations for Apple - Analyst Dan Ives suggests three strategies for Apple to avoid a decline similar to BlackBerry: 1. Acquire Perplexity, an AI-based search engine startup, to enhance Siri's capabilities, with a suggested acquisition price of $30 billion being seen as reasonable given the potential for AI monetization [10]. 2. Bring in external AI talent to rejuvenate innovation within the company, as recent product launches have lacked creativity [10]. 3. Fully embrace Google's Gemini AI chatbot, integrating it into the iPhone ecosystem, while cautioning that OpenAI may not be a viable long-term partner [10].